šŖAt a Glance
HAL is no longer the lazy uncle of PSUs. Itās the crowned jewel of Indiaās defense manufacturing push, with ā¹8,364 Cr profit, 30%+ OPM, 26% ROE, and a record ā¹1.25 lakh Cr order book. In a world of war, HAL is peaceā¦ of your portfolio.
š§ TL;DR
| š Metric | FY25 | Growth Since FY20 |
|---|---|---|
| Revenue | ā¹30,981 Cr | š¼ 44% |
| Net Profit | ā¹8,364 Cr | š¼ 190% |
| EPS | ā¹125.07 | š¼ 2.9x |
| ROE | 26.1% | ā« Stable at Highs |
| Promoter Holding | 71.64% | ā¬ļø Dropped 3.5% |
| Cash from Ops | ā¹13,643 Cr | š° Massive |
| Order Book | ā¹1.25 lakh Cr+ | š„š„š„ |
1ļøā£ The HAL-Of-Fame Performance
- In FY20, HAL posted ā¹2,883 Cr profit.
- FY25?ā¹8,364 Crā almost3xin 5 years.
- 5Yprofit CAGR: 24.5%, best among PSUs.
- No fancy iPhones or retail dreams here. Just good olā
- fighter jets, helicopters, and defence contracts.
2ļøā£ Sales May Look āSlowā ā But Thatās Just How Defence Works
- 5Ysales CAGR = 7.6%.Not exciting? Sure.But margins make up for it:
- FY20 OPM: 23%
- FY25 OPM: 31%
- Operating leverage and larger contractshave started kicking in. Even with seasonal lumpiness, every March quarter is a Diwali dhamaka.
3ļøā£ Order Book = Moat
- š„ Latest order win:ā¹1.25 lakh Cr(as per May 2025 concall).
- ISROāsSSLV tech transferalso adds new growth angle: HAL may soon
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